Eddy Francis Jurgielewicz
Advisor at Upbeat Wealth — Los Angeles, CA
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®
Experience Industry experience
9 years
Location
Los Angeles, CA
Upbeat Wealth
Supported
Out of college, I spent a handful of years teaching high school - in New Orleans for 3 years and Spain for 1. When I left the classroom, it was important to maintain the educator's mindset in my next chapter which landed me in the financial advising space.
8 years and 2 firms later, I found my home at Upbeat Wealth where I've been fortunate enough to partner with Mike Turi. We share a strong commitment to a client-centered and in-depth planning process. And we simply love the work we get to do!
While the milestones may not be unique, how you approach them will be.
You’re advancing through your career, facing a liquidity event, trying to make sense of where all the dollars are going, growing your family, and upsizing your home (along with trying to find the most enjoyment in your day-to-day).
A trusted partner can ensure you’re balancing today’s realities with your dreams of tomorrow.
Our process integrates money and life so we have better financial conversations. Real conversations. Because life isn’t all about dollars and cents. By uncovering your values and providing education, we can help you create a decision-making framework that ensures your resources are spent purposefully through life’s most beautiful and humbling transitions.
Based on Upbeat Wealth
Tiered from 0.75% down to 0.25%
Starting at $250/month and increasing based on family structure + complexity
Investment management is included in our flat financial planning fee up to $250k for individuals and up to $400k for couples/households. Clients are in no way obligated to hold their funds with Upbeat Wealth. Assets under management (AUM) exceeding those thresholds are subject to our Investment Management Fee schedule.
Los Angeles, CA
Los Angeles CA
Advisors at this office
1
California · Louisiana · New York · Texas
9 years of industry experience
Upbeat Wealth
2024 - Present • 2 years
New Orleans, LA
Facet Wealth, Inc
2022 - 2024 • 2 years
Baltimore, MD
Facet Wealth, Inc.
2021 - 2022 • 1 year
Baltimore, MD
Eagle Strategies (NY Life)
2019 - 2021 • 2 years
New Orleans, LA
E. Francis Financial, LLC
2019 - 2019 • 1 year
New Orleans, LA
NYLIFE Securities LLC
2016 - 2021 • 5 years
New Orleans, LA
New York Life Insurance Company
2016 - 2021 • 5 years
New Orleans, LA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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